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Beaumont Capital Management

Latest statistics and disclosures from Algorithmic Investment Models's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPAB, VEA, XLI, FLQM, VO, and represent 28.03% of Algorithmic Investment Models's stock portfolio.
Added to shares of these 10 stocks: XLV (+$5.1M), XLE, XLB, FTSL, IGE, SPY, AMLP, SPAB, NANR, ACWI.
Started 12 new stock positions in ACWI, NANR, XLB, EPIX, FTSL, APLT, VNQI, DOCS, OPI, XLE. XLV, SPY.
Reduced shares in these 10 stocks: , , XLK, XLC, XLY, FNCL, XLU, SMIN, SPHQ, MBB.
Sold out of its positions in SPHQ, MBB, SMIN, BWZ, SDY, XLP.
Algorithmic Investment Models was a net seller of stock by $-1.6M.
Algorithmic Investment Models has $151M in assets under management (AUM), dropping by 3.05%.
Central Index Key (CIK): 0001806628

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Positions held by Beaumont Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Algorithmic Investment Models

Algorithmic Investment Models holds 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio Agrgte (SPAB)	10.4	$16M	+5%	608k	25.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.7	$8.5M		142k	59.92	View chart
Select Sector Spdr Tr Indl (XLI)	4.2	$6.3M	-3%	41k	154.23	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	4.0	$6.0M	-2%	107k	56.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$5.7M		19k	293.74	View chart
Select Sector Spdr Tr Technology (XLK)	3.4	$5.2M	-28%	18k	281.87	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.4	$5.2M	-21%	60k	87.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.4	$5.1M	NEW	37k	139.17	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.4	$5.1M	+21%	108k	46.93	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	3.3	$5.0M	-17%	119k	42.13	View chart
Select Sector Spdr Tr Energy (XLE)	3.3	$5.0M	NEW	56k	89.34	View chart
Select Sector Spdr Tr Communication (XLC)	3.3	$5.0M	-29%	42k	118.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	3.3	$5.0M	-25%	21k	239.65	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	3.3	$5.0M	NEW	55k	89.62	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	3.3	$5.0M	-21%	65k	76.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.8	$4.2M	-6%	58k	71.37	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	2.7	$4.1M	-10%	108k	37.94	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.5	$3.7M	-4%	107k	34.75	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	2.5	$3.7M	+2%	148k	25.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.5	$3.7M		31k	119.51	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.4	$3.7M		35k	103.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$3.2M		17k	189.70	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.8	$2.7M	+3%	35k	77.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$2.6M	+2%	26k	100.25	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	1.7	$2.6M	+2%	51k	50.66	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.6	$2.5M	NEW	54k	45.84	View chart
Wisdomtree Tr Chinadiv Ex Fi (CXSE)	1.4	$2.2M	-15%	49k	44.58	View chart
Ishares Tr North Amern Nat (IGE)	1.2	$1.8M	+182%	36k	49.05	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$1.7M	+8%	63k	26.95	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	1.1	$1.6M	-7%	57k	28.89	View chart
Ishares Tr Msci India Etf (INDA)	0.9	$1.4M	+12%	27k	52.06	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.9	$1.3M	-4%	28k	46.53	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.8	$1.2M		27k	46.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.2M	-5%	15k	79.93	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.8	$1.1M	-9%	33k	34.34	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.8	$1.1M	-6%	19k	61.12	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.7	$1.1M	+4%	63k	17.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$897k	NEW	1.3k	666.18	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.5	$736k	+4%	6.8k	107.44	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.4	$647k	NEW	10k	64.60	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$634k		5.7k	110.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$569k	NEW	4.1k	138.24	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$544k	NEW	11k	47.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$539k	-4%	3.9k	137.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$538k	-5%	5.6k	96.46	View chart
Doximity Cl A (DOCS)	0.3	$446k	NEW	6.1k	73.15	View chart
Applied Therapeutics (APLT)	0.0	$6.3k	NEW	10k	0.60	View chart
Essa Pharma Com New (EPIX)	0.0	$5.4k	NEW	28k	0.19	View chart
Office Pptys Income Tr Com Shs Ben Int (OPI)	0.0	$4.1k	NEW	12k	0.33	View chart

Past Filings by Algorithmic Investment Models

SEC 13F filings are viewable for Algorithmic Investment Models going back to 2020

Algorithmic Investment Models 2025 Q3 filed Nov. 10, 2025
Algorithmic Investment Models 2025 Q2 filed Aug. 11, 2025
Algorithmic Investment Models 2025 Q1 filed May 15, 2025
Beaumont Capital Management 2024 Q4 filed Feb. 14, 2025
Beaumont Capital Management 2024 Q3 filed Nov. 5, 2024
Beaumont Capital Management 2024 Q2 filed Aug. 12, 2024
Beaumont Capital Management 2024 Q1 filed May 10, 2024
Beaumont Capital Management 2023 Q4 filed Feb. 12, 2024
Beaumont Capital Management 2023 Q3 filed Nov. 9, 2023
Beaumont Capital Management 2023 Q2 filed Aug. 3, 2023
Beaumont Capital Management 2023 Q1 filed May 11, 2023
Beaumont Capital Management 2022 Q4 filed Feb. 9, 2023
Beaumont Capital Management 2022 Q3 filed Nov. 10, 2022
Beaumont Capital Management 2022 Q2 filed Aug. 10, 2022
Beaumont Capital Management 2022 Q1 filed May 13, 2022
Beaumont Capital Management 2021 Q4 filed Feb. 9, 2022

View all past filings

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